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RH Tax Services

RH Tax Services

Reviews Summary

The reviews show overwhelmingly positive experiences, with most praising exceptional service, expertise, and personal attention. Many highlight significant tax savings, proactive problem-solving, and a friendly, non-judgmental approach. Long-term clients appreciate consistent quality over years. A few mention minor communication hiccups outside peak season, but these are exceptions. The consensus is high satisfaction, with customers valuing professionalism, reliability, and tangible financial benefits. Several enthusiastically recommend the service, citing trust and peace of mind as key factors.

About This Listing

Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience
Remote Services

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience
Remote Services

Contact Information

Address

3720 Oceanic Way STE 201

Oceanside, California 92056

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday Open 24 hours
Tuesday Open 24 hours
Wednesday Open 24 hours
Thursday Open 24 hours
Friday Open 24 hours
Saturday Open 24 hours

Customer Reviews

I found Ross many years ago when we needed a consultation on a few tax related matters for my husband. Ross immediately got to work and saved us THOUSANDS on prior year returns that we eventually re-filed through him, and he continues to save us a tremendous amount each year on our joint W2 and 1099 return. He provides top notch service, is super friendly and personable, and most of all he is an expert in an area that I'd rather not be the expert in. I was worried after moving out of Oceanside to Phoenix th

Ross has been a life-saver. He always helps me with so much enthusiasm and I appreciate that he is always a joy to talk to. When I've procrastinated due to personal life stuff he never is judgmental or confrontational. He's been very empathetic and kind and go-with-the-flow. He's been accessible when I needed things urgently done and his flexible nature and genuine kindness is so so so appreciated. He's kept my business for 4 years and I see no end in sight! Ross is my tax guy! He's stuck with me. haha Than

My friend referred me to Ross, he?s literally so nice, my old tax guy made me feel like I was in trouble, did not want to talk to me on the phone, and basically made the whole experience awful. Ross knows his stuff, and I?m so grateful for him.

Amazing business that has been providing us with excellent service for the last few years. Ross and now Dalles have helped us navigate and resolve issues we had with tax filings in prior years that others missed and have saved us time and thousands of dollars. The piece of mind that RH Tax provides is invaluable. I can't recommend them enough!

A friend recommended this company, so I was psyched. I booked online and received a notice to call my advisor at the appointed time for a prelim mtg. That went fine. I was instructed to upload my docs to their app prior to my tax meeting but couldn?t. They hadn?t sent me a link for that. I phoned my advisor and left a message but didn?t get a call back. I called again and an assistant sent me the link. Whew. I had my mtg and my advisor had two questions. I got the answers to him within an hour or two by ema

Phenomenal business. Highest recommendation. A throwback to when business was done right. They've done my taxes for 4 years and both Ross and his son Dalles are top notch. Service is great and they are friendly, knowledgeable, and proactive. When I had an issue in 2020, they totally made it right for me afterwards. Well run business that I'll stick with for many years to come.

I?ve been going to RH tax for 5+ years and Ross is the BEST! He always exceeds my expectations. I book a year ahead because he always gets booked up! I know this sounds weird, but I actually look forward to my annual tax filing thanks to Ross lol

I don?t think I have recommended a business as often or enthusiastically as Ross? tax services. He has saved me countless thousand$ of dollars, generated thousands more in refunds, averted disasters, and given me the tools and confidence to deal with lingering old tax filings that I just wasn?t facing on my own. WELL worth every penny spent plus x100 in return.

Someone please communicate! After voicemail, text, email (out of options), days later still trying to get a response on a question. Supposedly office was to reopen the other day so a customer like me can pick up their TY21 originals. Locked up and no call. Perhaps an improved system of communication outside of tax season would be cool...........

Awesome a pleasure speaking to RH Tax Services. They are professional and have the ability to provide tax information along with a detailed accounting background. Thanks for being an American!

Ross is a tax dream come true. Most reasonable price and greatest value you'll find to get your taxes done easily, no matter how complex they are.

Working with this team has been such a great experience. Certainly worth it to take my tax needs to the professionals at RH Tax Services. Keep up the good work!

Best tax guy in the business.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.